HiveTax

HiveTax is a suite of AI-based software tools designed specifically to enhance various elements of a CPA practice. This solution doesn't just serve during tax time, but offers continuing support throughout the year. The HiveTax suite incorporates multiple AI assistants programmed to revolutionise CPA services, improve productivity, and facilitate the introduction of new services.

Yes, the AI Tax Client Support Assistant from HiveTax can conduct new client interviews. This chatbot, powered by GPT-4 Turbo, is designed to handle tasks such as onboarding, answering financial and tax-related queries, and providing 24/7 tax and financial advice.

The AI Tax Research Assistant in HiveTax boasts advanced keyword search capabilities and maintains an up-to-date content library for efficient tax research. It offers an extensive search of tax codes, tax court rules, and cases, relying on authoritative sources.

HiveTax's AI Tax Client Support Assistant is a client support chatbot powered by GPT-4 Turbo. It can handle new client interviews, conduct client onboarding, respond to client tax and financial planning queries, and provide tax and financial advice round the clock.

Using HiveTax's AI Financial Planning Assistant, clients can access financial planning services. This tool paves the way for financial advisory services, not restricting them to high net worth clients. It delivers valuable financial planning services, including the generation of planning reports that only need to be reviewed and presented to clients.